See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
PENSION CORPORATION OF AMERICA7+ years Service code 13 · EIN 31-1360674 | Contract Administrator | $74,596 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,940 | $42,353-71.8% | $79,550-85.0% | $64,808-81.6% |
| Participation rate | 82.4% | 64.8%+17.7pp | 69.5%+12.9pp | 71.5%+11.0pp |
| Annual return | -13.29% | -12.24%-1.0pp | 0.16%-13.5pp | 32.82%-46.1pp |
| Employer contribution / active EE | $0 | $1,181-100.0% | $2,413-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $912 | $3,170-71.2% | $3,985-77.1% | $4,310-78.9% |
| Admin fee / account holder | $66 | $160-58.5% | $6,832-99.0% | $188-64.7% |